See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $62,397 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,455 | $88,122-28.0% | $141,162-55.0% | $67,579-6.1% |
| Participation rate | 90.4% | 76.5%+13.9pp | 82.5%+7.9pp | 71.3%+19.1pp |
| Annual return | 28.16% | 75.40%-47.2pp | 71.39%-43.2pp | 378.56%-350.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,735-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $8,535 | $5,958+43.3% | $6,709+27.2% | $3,539+141.1% |
| Admin fee / account holder | $144 | $131+10.1% | $10,261-98.6% | $142+1.3% |